IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.93B
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,846
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$17.2M
3
+$13.5M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$9.14M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.94M

Top Sells

1
+$18.7M
2
+$15.9M
3
+$10.5M
4
FXO icon
First Trust Financials AlphaDEX Fund
FXO
+$6.73M
5
BBWI icon
Bath & Body Works
BBWI
+$6.24M

Sector Composition

1 Technology 3.91%
2 Financials 2.22%
3 Consumer Discretionary 2.04%
4 Healthcare 1.72%
5 Communication Services 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$696K 0.01%
12,045
-261
452
$691K 0.01%
6,170
+252
453
$690K 0.01%
13,619
-2,470
454
$690K 0.01%
10,531
+77
455
$686K 0.01%
1,676
-46
456
$684K 0.01%
8,743
-1
457
$682K 0.01%
25,940
458
$677K 0.01%
3,528
+1,316
459
$673K 0.01%
19,749
+181
460
$672K 0.01%
20,189
-704
461
$668K 0.01%
3,974
+980
462
$668K 0.01%
46,746
-46
463
$666K 0.01%
6,583
-103,723
464
$664K 0.01%
30,711
+473
465
$664K 0.01%
5,399
-277
466
$657K 0.01%
5,246
-199
467
$652K 0.01%
16,352
-271
468
$648K 0.01%
15,871
-14
469
$645K 0.01%
9,244
+390
470
$638K 0.01%
9,251
+3,001
471
$636K 0.01%
5,860
+5,373
472
$636K 0.01%
24,032
+4,812
473
$635K 0.01%
2,205
-1
474
$633K 0.01%
+24,282
475
$633K 0.01%
13,865
-930
17 18
19
20 21